Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
Trump
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US inflation registers at 2.8% as market braces for ‘step into the unknown’
US tariff discussion adds uncertainty to inflation predictions
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Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
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Navigating bond markets in a volatile post-election market
Rates decision-making just got more difficult, we play for lower yields and steeper curves
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Chris Metcalfe: The confusing paradox created by Trump and Brexit
Certain geopolitical events have positively affected clients’ bottom line
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Weekly outlook: Plan B for Brexit, Hargreaves results and US govt shutdown
The key events for UK wealth managers for the week starting 28 January
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Seven investors on what to look out for in the US midterms
Democrats and Republicans face off on 6 November
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Hector Kilpatrick: Trump sycophants made us risk-off
US president’s tiffs with world leaders knock Cornelian CIO’s confidence
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Bullish Republicans set to get burnt by Trump trade
US partisan politics is affecting equity allocations in retail portfolios
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US equities sentiment switches for first time in Trump era
Sentiment towards US equities has turned from negative to neutral among European fund selectors for the first time since Donald Trump won the presidential election in November 2016, according to Last Word Research.
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Five absolute return takes on the Trump trade war
Absolute return managers weigh in on how they are positioned for the potentially volatile fallout of a US trade war as Donald Trump announces tariffs on $200bn of Chinese goods.
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UK funds invest $650m in Trump detention camps
St James’s Place (SJP), Neptune and Aviva Investors are among asset managers with $657.7m in three companies connected with US detention camps holding immigrants and their children.